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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

Applying Double-Loop Learning to Budgeting
budgeting
August 19, 2020
FP&A Tags:
Planning and Budgeting

By Alexander Antonov, Freelance Project Manager/ Associate Professor

The improved budgeting process based on double-loop learning can transform the way companies operate. How do you upgrade the fixed budgeting approach and why using the Evolution Index (EI) can help you on this journey?

Read more
Setting Up an FP&A Department in a Multi-Transformational Company
fp&a department
August 18, 2020
FP&A Tags:
FP&A Transformation, FP&A Team Building, FP&A Skills, Planning and Budgeting, FP&A Business Partnering

By Carl Stiller, Senior Business Controller Finance Transformation (Interim) at Transdev Sverige AB

This articles looks into the activities that took place during 10 months during one of my assignments and include several recommendations for anyone who is about to set up a brand-new FP&A department in a company in transition. 

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Better Nourished Soil Makes It Easier for FP&A to Have Impact
success
August 17, 2020
FP&A Tags:
What is FP&A, FP&A Transformation, FP&A Skills, FP&A Business Environment

By Amrish Shah, CFO at Metabolic

FP&A challenges around leveraging better technology have been well documented but relatively little has been written about the environment that FP&A works within. How that can help FP&A have more impact?

Read more
How to Plan Amid Rapidly Changing Business Conditions
Changing Business Conditions
August 13, 2020
FP&A Tags:
FP&A Business Environment, Planning and Budgeting, Cash Planning

By Kerman Lau, Director of Finance, Workday

Kerman Lau is a seasoned finance executive and trusted advisor to business partners and company leaders.

He uses his strong systems knowledge to drive innovation, and has implemented planning and reporting systems in companies of all sizes. Kerman is currently director of finance at Workday, and regularly speaks and writes about FP&A best practices. Prior to Workday, he worked as a key part of the Finance teams at Electronic Arts, Symantec, and Veritas Technologies

The COVID-19 pandemic forced companies of all sizes to scrap their business plans for 2020 and attempt to come up with new ones even though so much is unknown and changing so fast. This article covers top challenges currently facing companies during pandemic.

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Event Calendar

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The Unseen Cultural Shifts: Practical AI Case Study
 
Data Mastery in FP&A: Sharper Analytics, Smarter Decisions
 
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Making FP&A Teams Fit for the Future
 
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From Insight to Impact: FP&A Business Partnering in Action
 
Unlocking FP&A Analytical Transformation
 
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Transforming FP&A with AI: Maturity, Impact, and Future Roles
 
Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
 
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All events for the year

Future Meetings

The FP&A Trends Webinar How AI is shaping the future of Financial Planning & Analysis (FP&A)
The FP&A Trends Webinar Transforming FP&A with AI: Maturity, Impact, and Future Roles

June 25, 2025

The Face-to-Face Sydney FP&A Board
The Face-to-Face Sydney FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

June 26, 2025

The Face-to-Face Singapore FP&A Board: Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments
The Face-to-Face Singapore FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

July 8, 2025

Webinar: FP&A Trends Survey 2025
The FP&A Trends Webinar 2025 FP&A Trends Survey: Benchmarks, Priorities, and Best Practices

July 9, 2025

Face-to-Face Oslo FP&A Board
The Launch of the Oslo FP&A Board Modern Financial Planning and Analysis (FP&A): Latest Trends and Developments

September 16, 2025

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